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Disclosery

Coordinated Financial Services, Inc.: QQQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Coordinated Financial Services, Inc. on QQQ, newest first. How the timeline and the estimate are built.

Coordinated Financial Services, Inc. held 3,390 QQQ shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 3,390 shares
    Change vs previous 13F -278 shares

    1.13% of the 13F portfolio, value $1,956,398.

    13F-HR 0001986152-26-000055 filed by Coordinated Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 3,668 shares
    Change vs previous 13F +109 shares

    1.3% of the 13F portfolio, value $2,257,263.

    13F-HR 0001986152-26-000017 filed by Coordinated Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 3,559 shares
    Change vs previous 13F 0 shares

    1.37% of the 13F portfolio, value $2,136,879.

    13F-HR 0001986152-25-000095 filed by Coordinated Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 3,559 shares
    Change vs previous 13F -991 shares

    1.36% of the 13F portfolio, value $1,963,112.

    13F-HR 0002055532-25-000001 filed by Coordinated Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 4,550 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $2,326,052.

    13F-HR 0001986152-25-000023 filed by Coordinated Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).